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ASHX vs. ASHR
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ASHX vs. ASHR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Xtrackers MSCI China A Inclusion Equity ETF (ASHX) and Xtrackers Harvest CSI 300 China A-Shares Fund (ASHR). The values are adjusted to include any dividend payments, if applicable.

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ASHX vs. ASHR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ASHX
Xtrackers MSCI China A Inclusion Equity ETF
0.00%0.00%0.27%-13.59%-26.45%2.64%42.24%35.03%-27.51%20.14%
ASHR
Xtrackers Harvest CSI 300 China A-Shares Fund
-0.64%27.02%11.95%-12.52%-27.52%-1.57%36.29%36.50%-28.45%33.47%

Returns By Period


ASHX

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

ASHR

1D
1.33%
1M
-4.25%
YTD
-0.64%
6M
1.30%
1Y
25.74%
3Y*
5.52%
5Y*
-2.00%
10Y*
4.13%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ASHX vs. ASHR - Expense Ratio Comparison

ASHX has a 0.60% expense ratio, which is lower than ASHR's 0.65% expense ratio.


Return for Risk

ASHX vs. ASHR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ASHX

ASHR
ASHR Risk / Return Rank: 8080
Overall Rank
ASHR Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
ASHR Sortino Ratio Rank: 7777
Sortino Ratio Rank
ASHR Omega Ratio Rank: 7676
Omega Ratio Rank
ASHR Calmar Ratio Rank: 8282
Calmar Ratio Rank
ASHR Martin Ratio Rank: 8686
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ASHX vs. ASHR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI China A Inclusion Equity ETF (ASHX) and Xtrackers Harvest CSI 300 China A-Shares Fund (ASHR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

ASHX vs. ASHR - Sharpe Ratio Comparison


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Sharpe Ratios by Period


ASHXASHRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.39

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.20

Correlation

The correlation between ASHX and ASHR is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

ASHX vs. ASHR - Dividend Comparison

ASHX has not paid dividends to shareholders, while ASHR's dividend yield for the trailing twelve months is around 2.32%.


TTM20252024202320222021202020192018201720162015
ASHX
Xtrackers MSCI China A Inclusion Equity ETF
0.00%0.00%0.00%2.38%1.76%0.84%0.80%1.78%1.07%2.48%19.46%2.91%
ASHR
Xtrackers Harvest CSI 300 China A-Shares Fund
2.32%2.31%1.13%2.48%1.13%0.88%0.81%0.98%1.32%0.84%0.73%30.13%

Drawdowns

ASHX vs. ASHR - Drawdown Comparison


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Drawdown Indicators


ASHXASHRDifference

Max Drawdown

Largest peak-to-trough decline

-51.30%

Max Drawdown (1Y)

Largest decline over 1 year

-11.41%

Max Drawdown (5Y)

Largest decline over 5 years

-46.44%

Max Drawdown (10Y)

Largest decline over 10 years

-51.30%

Current Drawdown

Current decline from peak

-23.87%

Average Drawdown

Average peak-to-trough decline

-29.34%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.67%

Volatility

ASHX vs. ASHR - Volatility Comparison


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Volatility by Period


ASHXASHRDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.81%

Volatility (6M)

Calculated over the trailing 6-month period

11.30%

Volatility (1Y)

Calculated over the trailing 1-year period

18.63%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.85%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.13%